WB
WB
Walter Bahr
16 Years of Experience
Waxhaw, NC
1 Disclosure
Walter Bahr is a registered investment advisor at World Trends Wealth Management, LLC, based in Waxhaw, NC, with 16 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$750K average
Assets Under Management
$9.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2M+ | 1.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Waxhaw, NC
Get directionsHistory
Regulatory History (1)
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Financial
May 2017Final
Employment History
Current Registrations
World Trends Wealth Management, LLC
March 2011 - Present · 15 yrs 1 mo
Previous Registrations
Euro Pacific Capital, INC.
August 2009 - November 2010 · 1 yr 3 mos
State Registrations1 state
NC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.